Connecticut Capital Management Group, LLC

Position in SO — Southern Co

CIK 2097898 MILFORD, CT

Position in SO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$351,734

-$949 QoQ

Shares Held

3,675

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,614

of 2,360 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Connecticut Capital Management Group, LLC holds $1,212,307 across 4 Utilities - Regulated Electric names. SO ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	3,675	$351,734
2	DUK	Duke Energy CORP	2,731	$345,689
3	WEC	Wec Energy Group, Inc.	2,634	$307,572
4	NEE	Nextera Energy Inc	2,362	$207,312

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,734	3,675	+0.6%	Shares	Other	2026-07-20
2026-03-31	$352,683	3,654	-0.1%	Shares	Other	2026-04-13
2025-12-31	$318,977	3,658	—	Shares	Other	2026-02-09
No filing history on record for this holder in this stock.